Account Type******* *****Account Owner*** ******Account Opps/Deals***** *****Closed Won • Jan 25****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
TiaaChief Executive Officer, TIAA Wealth Management & Advice SolutionsSep 20 - PresentEverbankMember Board of DirectorsAug 23 - PresentIntrafiMember Board Of DirectorsMar 22 - Present
Mark SchulzeExecutive TeamView Profile, Mark SchulzeRobert JohnsonManagerView Profile, Robert JohnsonAmy HalpennyChief Executive Officer CEOView Profile, Amy Halpenny